Leading SaaS Start-Up Ecosystem for ESG/Climate Tech. Facilitate partnerships across the supply side for the Vendor marketplace and develop ecosystem opportunities for Investment Banks, Real Estate Firms, and Climate tech companies. • Co-Developed Capital Sourcing GTM to enable funders (VCs/OCIO/UHNW/Angel Syndicates) to match with climate companies for direct deal flow. • Increased the company's vendor share by 15% by developing a new GTM strategy. • Improved company-wide sales processes, resulting in a 20% increase in process efficiency. • Partnered cross-functionally to build and operationalize sales enablement frameworks supporting GTM execution across institutional channels.

Leading SaaS Start-Up For Scope 3 Carbon Accounting and Green Loan Marketplaces. • Partnered with co-founders to design and execute go-to-market strategy for a digital green loan marketplace serving suppliers of Fortune 500. • Led enablement initiatives that connected ZeroCircle's climate risk platform with financial institutions and corporate customers. • Generated 3M in commercial pipeline by developing strategic partnerships with BBVA, Barclays, Citigroup, and other institutional finance players. • Supported sales execution by aligning product positioning and capital deployment strategies with investor and lender priorities.

Leading SaaS provider of corporate governance/ESG data. Led development and go-to-market strategy of US Second Party Opinion product offering. • Spearheaded revamp of municipal bond product and client roll-out. • Broadened reach from 5 to 15 of the top investment banks. • Worked with high-profile clients including Intel, Pepsi, Archea Energy, Starwood Property Trust, Dow Chemical and Preston Hollow Community Capital. • Contributed to the development of product positioning, new marketing materials, thought leadership pieces, webinar content, and sales campaign management. • Developed and delivered sales enablement training for BDR and AM teams tied to GTM rollout of ESG SPO product. Led HubSpot-driven campaign management process, aligning sales outreach with product positioning and performance KPIs.

SaaS strategic communications provider for S&P 500 and large corporates. Partnered with internal marketing, sales ops, and account teams to revamp client outreach playbooks using SalesLoft; improved engagement and cross-sell visibility across 80+ enterprise accounts: Prudential Financial, CBRE, SAP, McCormick & Co, T. Rowe Price, and J&J. • 2020 Account Manager Team of the Year. Closed $3.8M for year-end. Hit 106% of quota. Achieved 35% YoY growth. • 2019 Account Manager Team of the Year. Closed $2.8M for year-end. Achieved 94% of target. Achieved 10% YoY growth.

Leading SaaS business intelligence tool for revenue metrics. Delivered sales intelligence and won/loss analytics to help CROs refine pricing strategy and improve pipeline efficiency. • Presented and sold sales performance analytics to Chief Revenue Officers. • Created a client profile database utilized for outbound prospecting firm-wide. Shortened client meeting acquisition timeline by 60%.

Global Top-30 asset manager with a Multi-Affiliate, Multi-Asset Class approach. Hired by senior leadership to amplify sales strategies, unify sales processes across asset classes, and identify cross-selling opportunities. • Accelerated territory sales from $450M to $900M as a member of the Mid-America East Team; trained sales team members in new sales processes. • Secured $16M platform allocation from John Hancock Advisor Network by aligning client insights with multi-affiliate investment strategy — demonstrating ability to translate institutional needs into sales wins. • Created and launched "Sales Central" platform that unified key information across marketing, pricing, and sales into one easily accessible resource.